9. Upload your Accounts

Upload your Accounts to Recotap

Accessibility:

• The feature is accessible from the Target tab on the main account dashboard.

• The prominently placed + Add Account button ensures quick and easy access for users.

Options for Adding Accounts:

1. Manual Creation: Add high-priority accounts individually by entering account details.

2. File Import: Upload accounts in bulk using .CSV or .XLSX files for efficient data management.

3. Sync External Systems: Seamlessly integrate with CRM or external systems for dynamic account synchronization.

Methods to Add Accounts

1. Manual Creation:

• Initiate:
Click ‘+ Add Account’ from the Account Dashboard → choose ‘Create Manually’.

• Required Fields:
• Domain: Enter the official domain name.
• Account Name: Add the full legal name.

• Additional Details:
• Short Name: Common or abbreviated version (used in personalized creatives).
• Revenue: Select the revenue range.
• HQ Location: Search and set headquarters.
• Logo: Use ‘Upload Logo’ to add a visual identifier.

• Custom Properties:
Click ‘+ Add New’ to create additional fields.
• Field Type: Choose (text, date, number).
• Field Label: Name the property clearly.

• Optional (Client-Specific) Fields:
Lifecycle Stage • Close Date • Website URL • City • Phone Number

2. File Import:

• Upload a file to bulk add or update accounts.

• Click “Import from a File” to open the Import Accounts section.

• Choose an import type: Create, Update, or Create & Update.

• Supported formats: .csv, .xlsx, .xls.

• Drag and drop or browse to upload, then map fields to Recotap properties.

Steps for Mapping:

• Identify Required Fields:
• Map all mandatory fields (e.g., Account Name, Domain, Account ID) to proceed.

• Review Columns:
• Check uploaded column names and data preview to ensure accuracy.

• Map Data:
• Match each column to the right Recotap property from the dropdown.
• ✅ Green = valid mapping ❌ Red = error.

• Fix Errors:
• Correct mismatched fields or re-upload after adjusting data.

• Optional Fields:
• Map non-mandatory or custom fields as needed or skip them.

• Proceed once mappings are done.

• Optionally, add accounts to a new or existing segment.

• Click ‘Clear’ to skip segment selection before finishing import.

3. Sync from External Systems:

Steps to Sync Accounts

1. Navigate to Sync Option:
• Go to the Target tab and click Sync from External Systems.

2. Review Existing Rules:
• Check previously added sync rules and details via the dashboard.

3. Create a New Sync Rule:
• Click Create New Sync Rule.
• Select the external system (e.g., HubSpot).

4. Configure the Rule:
• Add a Rule Name (e.g., Top Sales Accounts).
• Define a Source:
• HubSpot List: Import predefined lists from HubSpot.
• Filter by Properties: Dynamically filter accounts based on CRM attributes.
• Specify the Destination:
• New Segment: Create a new audience segment.
• Existing Segment: Add accounts to an existing segment.

5. Save and Activate:
• Click Save to finalize the sync rule.
• Data will sync automatically every 24 hours.

Use Case:

• Align account targeting strategies with CRM data.

• Personalize campaigns for high-value accounts based on dynamic segments.

• Scale ABM efforts with accurate and up-to-date account data.